Financial Adviser - Existing Client Book & Growth Opportunity

Financial Adviser - Existing Client Book & Growth Opportunity
Salary: Competitive, tailored to the right candidate + Bonuses and Benefits

A rapidly growing, well-backed financial planning firm is looking to recruit an experienced Financial Adviser to take over an established client book and play a key role in the firm’s expansion.

The Opportunity:

• Take over a recently acquired client book with recurring income of approximately £120,000.
• Significant potential to grow recurring revenue and expand the book, particularly among a strong client base of medical professionals.
• Work within a firm that combines strategic acquisitions and organic growth to become a market leader.
• Leverage cutting-edge AI technology designed to enhance client service and streamline back-office functions.
• Benefit from full administrative and paraplanning support, allowing complete focus on client relationships.

What’s on Offer:

• Flexible base salary and package, tailored to attract top talent.
• Strong leadership team with a proven track record in wealth management.
• A forward-thinking firm that embraces technology-led financial advice.
• Genuine career progression opportunities in a rapidly growing business.

This is an excellent opportunity for a skilled Financial Adviser looking to inherit a high-quality client book while benefiting from cutting-edge technology and a strong support structure.